We are live on ! Find out more
BF.A icon

Brown-Forman Class A
BF.A

203 hedge funds and large institutions have $1.56B invested in Brown-Forman Class A in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

10% more capital invested

Capital invested by funds: $1.41B → $1.56B (+$148M)

7% more funds holding

Funds holding: 190 → 203 (+13)

0.4% more ownership

Funds ownership: 12.17% → 12.57% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
60
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$30.4M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$11.6M
3
LT
Lindsell Train
United Kingdom
+$5.82M
4
ESCM
Echo Street Capital Management
New York
+$5.42M
5
Morgan Stanley
Morgan Stanley
New York
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$16.9M
2
GF
Gabelli Funds
New York
-$5.16M
3
CRC
Curi RMB Capital
Illinois
-$4.36M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.38M
5
GI
GAMCO Investors
Connecticut
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
51
Millennium Management
New York
$1.94M +$1.9M +26,443 New
ACM
52
Advisors Capital Management
New Jersey
$1.83M +$1.79M +24,942 New
SFG
53
Sather Financial Group
Texas
$1.82M +$1.78M +24,827 New
Citadel Advisors
54
Citadel Advisors
Florida
$1.82M +$561K +7,816 +46%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.63M +$264K +3,682 +20%
LPL Financial
56
LPL Financial
California
$1.62M -$10.7K -149 -0.7%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$1.61M +$1.57M +21,859 New
AB
58
Atlas Brown
Kentucky
$1.5M – – –
PTC
59
Private Trust Company
Ohio
$1.49M – – –
Franklin Resources
60
Franklin Resources
California
$1.42M +$35.8K +498 +3%
BFM
61
Boothbay Fund Management
New York
$1.4M -$846K -11,786 -38%
Aviva
62
Aviva
United Kingdom
$1.35M -$1.07M -14,901 -45%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$1.35M +$1.32M +18,380 New
PL
64
Parthenon LLC
Kentucky
$1.26M – – –
Legal & General Group
65
Legal & General Group
United Kingdom
$1.23M +$525K +7,308 +77%
Treasurer of the State of North Carolina
66
Treasurer of the State of North Carolina
North Carolina
$1.22M +$2.87K +40 +0.2%
Norges Bank
67
Norges Bank
Norway
$1.12M – – –
HCM
68
Howland Capital Management
Massachusetts
$1.1M – – –
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$1.07M -$103K -1,430 -9%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$1.07M -$53.8K -749 -5%
Squarepoint
71
Squarepoint
New York
$1.07M +$1.05M +14,558 New
UBS Group
72
UBS Group
Switzerland
$1.02M -$56.4K -786 -5%
PMFA
73
Plante Moran Financial Advisors
Michigan
$985K – – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$983K -$414K -5,768 -30%
Nomura Holdings
75
Nomura Holdings
Japan
$939K -$286K -3,982 -24%
1 2
3
4 5

BF.A Hedge Fund Activity: Q4 2020 in Review

203 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2020, worth a combined $1.56B — up 10% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BF.A positions and 14 closed out — a net gain of 15 holders — while 60 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $30.4M. The largest seller was Gardner Russo & Quinn, cutting an estimated $16.9M.

  • 203 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2020, up from 190 in Q3 2020.
  • Funds reported $1.56B of Brown-Forman Class A stock for Q4 2020, up 10% quarter-over-quarter.
  • 29 funds opened new Brown-Forman Class A positions in Q4 2020 and 14 closed out, a net change of +15 holders.
  • The largest Brown-Forman Class A buyer in Q4 2020 was Vanguard Group, an estimated $30.4M added.
  • The largest Brown-Forman Class A seller in Q4 2020 was Gardner Russo & Quinn, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2020.